Anton, <<small portion of Ocean Wilsons @ ... 10% for 5 days holding>> Nice. Running with loot in toll is not a crime.
<<prospects for the equity mkt ... useful to look at the US Treasury mkt ... weak US$ may hit the US treasury with rising interest rates, a disaster for a debt-fuelled economy ...
massive slowdown in the US>>
... Concur.
<<discounted cash flow techniques to value US equities>>
... quaint notion :0)
<<India rather than China ... real estate possible (a REIT is under discussion))>>
... sign me up for this program when known.
<<Steel>>
... don't like this as LTBH, but short run, perhaps, as in maybe.
<<... various specific US steel processors should do well>>
... cheaper dollar should be good for something, else for naught.
<<Malaysia - improved(?) political situation, low PE, rising foreign reserves leading eventually to repeg before china,current REIT has some issues but property fundementally cheap,resource economy (Rowe Evans?),chinese tourists (Genting casinos?)>>
... Agree, but will double check with others in better position to know, and will report back.
Chugs, Jay |
